Aug. 7 at 11:27 PM
$DERM Invesing.com has an estimate of
$18.3 million for Q2. Factoring in a
$207 realized price per Emroi scrip and all other products being equal, that means the banks seem to think Emrosi is going to rise to
$225/scrip. Also factoring 37k scrips. Thats a meaningful turn. It means about -$.02/sh. We need
$240/scrip and 37k scrips each quarter, to break even for the company. Every
$100 is approx. $.60/sh/yr. Get us to
$500 and thats about
$250/scrip of profit. That's
$1.50/sh in profit and growing. I believe we get there by Q1/2027 or earlier. We also will have much more scrips than 37k per quarter. We currently will have 150k scrips yearly. I believe we go to guided 250k scrips for 2027. At
$500 realized per scrip, thats
$2.31/sh profit..... and growing and improving in pricing.
There are basically 2 ways to value a stock under this metric. ~3X total sales or 10x stable profit. Another bullish multiple becomes 12-15X for major realized growth Q/Q. They won't issue a divy.
